See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,372 | $79,171-81.8% | $102,423-86.0% | $74,495-80.7% |
| Participation rate | 83.7% | 74.8%+8.9pp | 76.5%+7.2pp | 67.2%+16.5pp |
| Annual return | 47.64% | 54.93%-7.3pp | 29.32%+18.3pp | 1364.94%-1317.3pp |
| Employer contribution / active EE | $1,532 | $2,362-35.1% | $3,023-49.3% | $2,623-41.6% |
| Participant deferral / active EE | $3,172 | $4,415-28.1% | $5,053-37.2% | $4,346-27.0% |
| Admin fee / account holder | $290 | $2,001-85.5% | $9,451-96.9% | $1,942-85.1% |